VBK vs VO: Holdings Overlap
VBKVanguard Small-cap Growth Index Fund
Vanguard · 551 holdings · $24.3B · as of 2026-03-31
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
How similar are VBK and VO?
Vanguard Small-cap Growth Index Fund (VBK, by Vanguard) holds 551 positions; Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289. They have 21 holdings in common, and by portfolio weight the two funds are 2.9% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 21VBK holds 551 · VO holds 289
- Weight in Shared Holdings
- VBK 9%·VO 3%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in VBK
530 of 551 positions (91.0% of the fund) are not held by VO. Showing the top 30 by weight.
Only in VO
268 of 289 positions (96.7% of the fund) are not held by VBK. Showing the top 30 by weight.
Sector Breakdown
| Sector | VBK | VO |
|---|---|---|
| Industrials | 24.6% | 18.4% |
| Information Technology | 21.6% | 14.2% |
| Health Care | 16.1% | 8.3% |
| Financials | 6.1% | 13.8% |
| Consumer Discretionary | 9.9% | 9.3% |
| Other Sectors | 20.6% | 35.7% |
| Unclassified | 0.9% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of VBK, 0% of VO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VBK | +1.8% | +19.6% | +29.4% | +16.6% | +5.3% | +11.4% | 0.42% |
| VO | +2.6% | +14.8% | +18.0% | +15.7% | +8.0% | +11.6% | 1.29% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in VBK vs VO →
Shared Holdings(21)
The top 10 shared positions account for 75% of the overlap, led by CIEN, LITE and FIX.
 CIENCiena Corporation COM NEW | 0.92% | 0.30% | 0.30% |
|---|---|---|---|
 LITELumentum Holdings Inc. COM | 0.84% | 0.27% | 0.27% |
 FIXComfort Systems USA Inc. COM | 0.81% | 0.26% | 0.26% |
 COHRCoherent Corp COM | 0.74% | 0.24% | 0.24% |
 EQTEQT Corporation COM | 0.66% | 0.22% | 0.22% |
 RKLBRocket Lab Corp. COM | 0.61% | 0.20% | 0.20% |
 BEBloom Energy Corporation COM CL A | 0.60% | 0.20% | 0.20% |
 INSMInsmed Inc COM PAR $.01 | 0.59% | 0.19% | 0.19% |
 TPLTexas Pacific Land Corporation COM | 0.46% | 0.15% | 0.15% |
 HUBBHubbell Incorporated COM | 0.22% | 0.14% | 0.14% |
 BURLBurlington Stores Inc. COM | 0.34% | 0.11% | 0.11% |
 FSLRFirst Solar Inc COM | 0.34% | 0.11% | 0.11% |
 PODDInsulet Corporation COM | 0.25% | 0.08% | 0.08% |
 TYLTyler Technologies Inc. COM | 0.25% | 0.08% | 0.08% |
 TKOTKO Group Holdings, Inc., Class A | 0.21% | 0.07% | 0.07% |
 HUBSHubspot Inc COM | 0.20% | 0.07% | 0.07% |
 GDDYGoDaddy, Inc., Class A | 0.18% | 0.06% | 0.06% |
 PINSPinterest, Inc., Class A | 0.17% | 0.06% | 0.06% |
 TTDTrade Desk, Inc. (The), Class A | 0.17% | 0.05% | 0.05% |
 OWLBlue Owl Capital, Inc., Class A | 0.10% | 0.03% | 0.03% |
 SYMSymbotic, Inc., Class A | 0.06% | 0.02% | 0.02% |
Frequently Asked Questions
How much do VBK and VO overlap?
VBK and VO overlap by 2.9% of portfolio weight. They share 21 holdings (VBK holds 551 positions and VO holds 289), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VBK and VO?
The two portfolios are 2.9% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of VBK and VO?
The largest positions held by both funds are CIEN, LITE, FIX, COHR and EQT. Together the top 10 shared positions account for 75% of the total overlap.
What does VBK own that VO doesn't?
530 positions (91.0% of VBK) are unique to VBK, led by FTI, CASY and NTRA. In the other direction, 268 positions (96.7% of VO) are unique to VO.